- Liaise closely with Financial Planners to gather fact find information for researching suitable outcomes
- Prepare complex research and recommendations across a wide range of Financial Planning solutions
- Prepare findings ahead of client meetings
- Preparing suitability reports based on suitable client outcomes
- Ad hoc project work
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Paraplanner
1 week ago
Ortus PSR Birmingham, United KingdomThe opportunity for an experienced Paraplanner to join a fantastic national Financial Services firm who focus on providing a high quality financial planning and investment management service. · **Responsibilities**: · - Technical support to our Adviser Team · - Research the most ...
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Paraplanner
1 week ago
IDEX Consulting Ltd Birmingham, United KingdomOur client is a national firm of Financial Advisers with offices in central Birmingham who provide high quality financial planning and wealth management. · As part of their ongoing growth plan they are seeking a Paraplanner to join a supportive support team. · Responsibilities in ...
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Paraplanner
1 week ago
MERJE Ltd Birmingham, United KingdomMy client operating in the Wealth Management space is looking for a Paraplanner to join the team. · **The role will involve**: · - Developing a thorough understanding of the firm's Advice Guidance, as and when delivered · - Participating in and delivering comprehensive financial ...
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Paraplanner
1 week ago
Reed Insurance Birmingham, United KingdomMY CLIENT is the UK's leading Wealth management and professional services group and due to growth they seek a Paraplanner to join their Birmingham team however you have the choice to work from the office, be hyriid or home based with 1 or 2 days a monthin the office.Salary depend ...
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Paraplanner
2 weeks ago
CAPIO RECRUITMENT LIMITED Birmingham, United KingdomCapio recruitment are working with an award winning wealth management firm with growing ambition. They provide a large number of high net worth clients with expert wealth management to help them achieve their objectives. They have successfully grown in theirbusiness and reputatio ...
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Senior Paraplanner
1 week ago
MERJE Ltd Birmingham, United Kingdom**Salary: £48,000 + benefits** · A fantastic opportunity to join a leading wealth management organisation in their Research team. · **The role will involve**: · - Developing a thorough understanding of the firm's Advice Guidance, as and when delivered · - Participating in and del ...
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Paraplanner
1 week ago
mbf. Solihull, United Kingdom**Paraplanner - Solihull - Traditional Chartered Financial Planning Practice - Salary negotiable to £40K** · Our client, a well established Chartered Financial Planning practice in Solhull is currently looking to recruit a Paraplanner to provide in-house support for their Financi ...
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Paraplanner
2 weeks ago
CAPIO RECRUITMENT LIMITED Dudley, United KingdomCapio recruitment are working with an Independent Financial Planning firm who are looking for a Diploma Qualified Paraplanner. They are a comprehensive financial advice firm who provide help and support for medium and long term financial planing requirements.They offer holistic a ...
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Paraplanner
3 days ago
Pertemps Redditch Commercial Solihull, United KingdomAre you an experienced Paraplanner looking for your next career move or a Trainee Paraplanner wanting to take your next step forward? · My client are a bespoke financial services consultancy recruiting for a Paraplanner to join their rapidly growing friendly team. · Duties requir ...
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Paraplanner
2 weeks ago
CAPIO RECRUITMENT LIMITED Wolverhampton, United KingdomCapio recruitment are working closely with a Wealth Management firm with growing ambition to take on a Paraplanner in Wolverhampton. Our client provides holistic advice and specialises in retirement, tax planning, wealth management, with values of puttingthe client first at every ...
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Paraplanner
2 weeks ago
Tempest Jones Eckington, United KingdomA fantastic opportunity has arisen for a Paraplanner to join a well-established and friendly firm of financial planners who give advice to both private and corporate clients on a wide range of financial planning issues. · On offer will be a competitive salary and an attractive be ...
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Paraplanner
2 weeks ago
mbf. Coventry, United Kingdom**Experienced Paraplanner - Growing Coventry based IFA practice - Salary negotiable depending on experience** · MB Fitgzerald are currently working with a busy Chartered Financial Planning practice in Meriden, Coventry who are looking to add an experienced Paraplanner to their bu ...
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Paraplanner
2 weeks ago
Recruit UK Telford, United Kingdom**Job Title**:Paraplanner · **Industry**:Financial Services · **Location**:Telford · **Salary**:£32,000 - £35,000 · **Reference Number**:7433 · Recruit UK are working on an excellent opportunity for a Paraplanner in Telford to join a Financial Planning firm. · It's an exciting ti ...
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Paraplanner
1 day ago
Bruin birmingham, United KingdomMy client is a Global Firm of Wealth Managers. As the firm goes through a growth phase, they are now recruiting a Paraplanner to join the team in Birmingham City Centre. · Actively supporting the Wealth Planners your duties will include; · Carrying out high quality research on a ...
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Paraplanner or Trainee Paraplanner
1 week ago
Cameron James Burton-on-Trent, United KingdomAbout the company: · Our Clients were established in the early 1980's and is one of the largest independent financial advisors in the midlands, authorised and regulated by the FCA. · They have an extensive team of highly qualified experienced independent financial advisers, many ...
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Paraplanner
3 hours ago
CooperGrey Recruitment Ltd Birmingham, United KingdomThe role: · A chartered firm of IFA's is now seeking to appoint an experienced Paraplanner to work closely with a Chartered Financial Planner. Reporting to Compliance Director, the Paraplanner will be required to support a busy Chartered Financial Planner who works · with a large ...
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Paraplanner
2 weeks ago
CAPIO RECRUITMENT LIMITED Coventry, United KingdomCapio recruitment are working with an independent Financial Planning firm based in Coventry for an experienced Paraplanner to join their team. The firm prides themselves on their dynamic approach to financial advice which is tailored to their client's needs.They provide holistic ...
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Paraplanner
1 week ago
GCB Recruitment Coventry, United KingdomOur client, a well-established financial planning firm in Coventry is recruiting a Paraplanner to join their successful business. This position is available due to how well our clients are doing, therefore there is room to expand the team in order to continueon that upward trajec ...
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Paraplanner
1 week ago
Openwork Services Limited Birmingham, United Kingdom Permanent, Full timeRole: Paraplanner · Location: Birmingham · Salary: £24,000 to £30,000 (depending on experience) · We are recruiting for an experienced Paraplanner to join one of our partnership business based in Birmingham. This role will focus on providing effective technical support to the Pra ...
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Paraplanner
1 week ago
Recruit UK Birmingham, United Kingdom Full timeJob Title: Paraplanner · Industry: Wealth Management · Location:Birmingham · Salary: £33,000 - £42,000 · Reference Number: 9021 · Job Description: · Recruit UK are proud to be working with a reputable wealth management firm in Edgbaston, seeking a Paraplanner to join their team. ...
Paraplanner - Birmingham, United Kingdom - Idex
Description
My client is a UK wide IFA group with as strong presence in the Midlands.
Following a period of expansion they now service clients across four well placed offices throughout the region.
Due to growth they are seeking a Paraplanner to join a friendly and hardworking team supporting a team of Financial Planners.
Responsibilities:
Candidate requirements
Essential to have worked in a similar Paraplanner role.
Comprehensive understanding of Financial Planning solutions in retirement, investment and tax efficiency.
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Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.